Name: First Command Financial Advisor - Claudia Ruoti, CFP®
Address: 221 Third Street Suite 300, Newport, RI, 02840, US
Telephone: (401) 846-9842

General Description

Claudia Ruoti joined First Command Financial Services as a Financial Advisor in November 2003, bringing 15 years of financial industry experience to the position. A graduate of Michigan State University with a Bachelor of Arts degree in Accounting, Claudia is a Certified Financial Planner professional, a Chartered Financial Consultant and a Chartered Life Underwriter. She holds Series 6, 63 and 65 securities licenses plus state life, health, property and casualty and annuities licenses in Rhode Island, Connecticut, Massachusetts, Florida, Georgia and Illinois. She is a member of the Financial Planning Association, the Financial Services Institute and the Newport County Chamber of Commerce. Understanding that the single most powerful contributor to financial well-being is behavior, Claudia works closely with clients to develop personalized financial plans that reflect their values, address their priorities and support their goals. Each plan includes recommendations for specific financial products and services to support those goals. And through ongoing planning to address changes in one's financial and personal circumstances, Claudia is ready to assist clients as they pursue their goals through a lifetime financial journey. Claudia regularly hosts Lunch & Learn presentations at federal agencies, and she enjoys helping federal employees integrate their benefits into a comprehensive financial plan to pursue their financial goals.

Business Hours

Sunday	closed
Monday	08:00 AM	05:00 PM
Tuesday	08:00 AM	05:00 PM
Wednesday	08:00 AM	05:00 PM
Thursday	08:00 AM	05:00 PM
Friday	08:00 AM	05:00 PM
Saturday	closed

Location & Map

First Command Financial Advisor - Claudia Ruoti, CFP®

221 Third Street Suite 300
Newport, RI 02840

(401) 846-9842

Driving Directions

First Command Financial Advisor - Claudia Ruoti, CFP®

Financial Planner in Newport

221 Third Street Suite 300 Newport RI, 02840

(401) 846-9842

General Description

Business Hours

Location & Map

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